E.S. Barr & Co’s Moody's MCO Stock Holding History

E.S. Barr & Co’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69.7M	Sell	159,864 -1,990	-1%	-$941K	4.06%	8
2025 Q4	$82.7M	Sell	161,854 -988	-0.6%	-$482K	4.3%	7
2025 Q3	$77.6M	Sell	162,842 -1,172	-0.7%	-$591K	4.21%	8
2025 Q2	$82.3M	Sell	164,014 -890	-0.5%	-$412K	4.72%	7
2025 Q1	$76.8M	Sell	164,904 -1,506	-0.9%	-$726K	4.66%	7
2024 Q4	$78.8M	Sell	166,410 -950	-0.6%	-$453K	4.66%	8
2024 Q3	$79.4M	Sell	167,360 -3,375	-2%	-$1.56M	4.96%	7
2024 Q2	$71.9M	Sell	170,735 -2,980	-2%	-$1.19M	4.72%	7
2024 Q1	$68.3M	Sell	173,715 -3,649	-2%	-$1.41M	4.45%	8
2023 Q4	$69.3M	Sell	177,364 -4,955	-3%	-$1.72M	4.7%	7
2023 Q3	$57.6M	Sell	182,319 -348	-0.2%	-$118K	4.17%	8
2023 Q2	$63.5M	Sell	182,667 -950	-0.5%	-$301K	4.79%	5
2023 Q1	$56.2M	Sell	183,617 -1,526	-0.8%	-$461K	4.65%	5
2022 Q4	$51.6M	Buy	185,143 +728	+0.4%	+$199K	4.28%	7
2022 Q3	$44.8M	Sell	184,415 -805	-0.4%	-$234K	3.97%	8
2022 Q2	$50.4M	Buy	185,220 +20,732	+13%	+$6.2M	4.11%	7
2022 Q1	$55.5M	Sell	164,488 -1,288	-0.8%	-$433K	3.8%	8
2021 Q4	$64.7M	Sell	165,776 -2,125	-1%	-$820K	4.32%	6
2021 Q3	$59.6M	Sell	167,901 -2,337	-1%	-$881K	4.29%	6
2021 Q2	$61.7M	Sell	170,238 -750	-0.4%	-$250K	4.44%	6
2021 Q1	$51.1M	Sell	170,988 -590	-0.3%	-$166K	4%	7
2020 Q4	$49.8M	Sell	171,578 -2,060	-1%	-$576K	4.33%	6
2020 Q3	$50.3M	Sell	173,638 -5,090	-3%	-$1.45M	4.97%	3
2020 Q2	$49.1M	Sell	178,728 -2,300	-1%	-$584K	5.05%	3
2020 Q1	$38.3M	Buy	181,028 +5,410	+3%	+$1.31M	4.41%	3
2019 Q4	$41.7M	Sell	175,618 -3,435	-2%	-$763K	4.01%	6
2019 Q3	$36.7M	Sell	179,053 -1,247	-0.7%	-$261K	3.62%	7
2019 Q2	$35.2M	Sell	180,300 -2,155	-1%	-$409K	3.46%	7
2019 Q1	$33M	Buy	182,455 +30,645	+20%	+$5.04M	3.42%	7
2018 Q4	$21.3M	Buy	151,810 +145,439	+2,283%	+$21.9M	2.37%	15
2018 Q3	$1.06M	Hold	6,371	–	–	0.1%	54
2018 Q2	$1.09M	Hold	6,371	–	–	0.11%	54
2018 Q1	$1.03M	Hold	6,371	–	–	0.11%	55
2017 Q4	$940K	Hold	6,371	–	–	0.1%	56
2017 Q3	$887K	Hold	6,371	–	–	0.09%	57
2017 Q2	$775K	Hold	6,371	–	–	0.09%	58
2017 Q1	$714K	Buy	6,371 +21	+0.3%	+$2.25K	0.08%	56
2016 Q4	$599K	Hold	6,350	–	–	0.07%	57
2016 Q3	$688K	Hold	6,350	–	–	0.08%	55
2016 Q2	$595K	Hold	6,350	–	–	0.07%	60
2016 Q1	$613K	Buy	+6,350	New	+$571K	0.07%	58

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

E.S. Barr & Co's MCO Position: Q1 2026 in Review

E.S. Barr & Co reduced its Moody's (MCO) stake by 1.2% in Q1 2026, selling an estimated $941K and leaving 159,864 shares worth $69.7M. The position accounts for 4.06% of the portfolio, ranked #8.

E.S. Barr & Co first reported a position in MCO in Q1 2016 and has held it in 41 quarters since. The position peaked at $82.7M in Q4 2025. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

E.S. Barr & Co held 159,864 shares of Moody's worth $69.7M as of Q1 2026.
E.S. Barr & Co sold 1,990 Moody's shares in Q1 2026, an estimated $941K.
Moody's made up 4.06% of E.S. Barr & Co's portfolio in Q1 2026, its #8 holding.
E.S. Barr & Co first reported a position in Moody's in Q1 2016 and has held it in 41 quarters since.
E.S. Barr & Co's Moody's position peaked at $82.7M in Q4 2025.
1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.